The company's purpose is to provide investment advice to financial institutions, in particular banks and family offices. The company also aims to conduct investment analyses and recommendations in the financial sector, as well as research and analysis of investment products. Furthermore, the company aims to provide services in the field of financial education and training. The company may establish branches and subsidiaries and may participate in other companies, both in Switzerland and abroad, and in general, engage in any activity directly or indirectly related to its purpose. The company may acquire, hold and dispose of real estate properties both in Switzerland and abroad. It may carry out, either on its own account or on behalf of third parties, all financial transactions, as well as act as guarantor or surety for subsidiaries or third parties.